Purchases and Sales Made in Q4 2023 in West Pharmaceutical Services Inc (WST)
This table provides information about the institutional ownership of West Pharmaceutical Services Inc (WST) during Q4 2023. The information is specifically focused on institutions that hold shares of WEST PHARMACEUTICAL SERVICES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2New |
$637 - $784
|
2
$513
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2+ 0.06% |
$637 - $784
|
3.13K
$803K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
2+ 0.32% |
$637 - $784
|
624
$160K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2+ 0.25% |
$637 - $784
|
799
$205K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 14.29% |
$637 - $784
|
16
$4.11K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2+ 0.21% |
$637 - $784
|
965
$248K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
1+ 0.1% |
$318 - $392
|
1.03K
$264K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1New |
$318 - $392
|
1
$257
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 16.67% |
$318 - $392
|
7
$1.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 1.61% |
$318 - $392
|
63
$16.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1+ 1.47% |
$318 - $392
|
69
$17.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1New |
$318 - $392
|
1
$257
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1+ 3.85% |
$318 - $392
|
27
$6.93K
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 1.14% |
$318 - $392
|
87
$22.3K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 50.0% |
$318 - $392
|
1
$257
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-1- 4.35% |
$318 - $392
|
22
$5.65K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 20.0% |
$637 - $784
|
8
$2.05K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2- 20.0% |
$637 - $784
|
8
$2.05K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-2- 0.21% |
$637 - $784
|
957
$246K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 16.67% |
$637 - $784
|
10
$2.57K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3- 1.6% |
$955 - $1.18K
|
185
$47.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3- 0.43% |
$955 - $1.18K
|
700
$180K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 6.82% |
$955 - $1.18K
|
41
$10.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 10.0% |
$955 - $1.18K
|
27
$6.93K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4- 0.47% |
$1.27K - $1.57K
|
845
$217K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4- 0.43% |
$1.27K - $1.57K
|
918
$236K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4- 40.0% |
$1.27K - $1.57K
|
6
$1.54K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4- 0.1% |
$1.27K - $1.57K
|
3.83K
$982K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-4- 0.11% |
$1.27K - $1.57K
|
3.63K
$931K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-4- 3.88% |
$1.27K - $1.57K
|
99
$25.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5- 1.97% |
$1.59K - $1.96K
|
249
$63.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-6- 0.62% |
$1.91K - $2.35K
|
965
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6- 0.55% |
$1.91K - $2.35K
|
1.09K
$280K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6- 0.1% |
$1.91K - $2.35K
|
6.3K
$1.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-7- 0.92% |
$2.23K - $2.75K
|
755
$194K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 0.05% |
$2.23K - $2.75K
|
14.8K
$3.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
SELL
|
- |
-8- 0.71% |
$2.55K - $3.14K
|
1.13K
$289K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 21.05% |
$2.55K - $3.14K
|
30
$7.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-9- 1.11% |
$2.86K - $3.53K
|
803
$206K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-12- 9.38% |
$3.82K - $4.71K
|
116
$29.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12- 0.56% |
$3.82K - $4.71K
|
2.13K
$547K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-12- 0.56% |
$3.82K - $4.71K
|
2.13K
$547K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-12- 85.71% |
$3.82K - $4.71K
|
2
$513
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-13- 0.09% |
$4.14K - $5.1K
|
14.1K
$3.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-13- 0.32% |
$4.14K - $5.1K
|
4.09K
$1.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13- 1.87% |
$4.14K - $5.1K
|
682
$175K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15- 0.8% |
$4.77K - $5.88K
|
1.86K
$478K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-16- 2.05% |
$5.09K - $6.28K
|
766
$197K
|